Take a look before going to bed! It combs the heavy news, hot plate news and announcements of listed companies for investors’ reference.
The three major A-share indexes rose and fell, and covid-19 detection concept stocks rose sharply
The three major A-share indexes rose or fell today, with the Shanghai index closing up 0.39% to close at 3593.52; The Shenzhen Component Index rose 0.44% to close at 14406.97; The gem index fell 0.04% to 3095.69. The market turnover reached 1.05 trillion yuan, the industry sector rose more or fell less, the covid-19 detection concept stocks rose sharply, the agriculture, animal husbandry, feeding, fishery and traditional Chinese medicine sector rose the most, and the photovoltaic equipment, wind power equipment and mining industry fell the most.
20cm triple board! Covid-19 detection plate broke out again, and the performance of individual stocks increased by up to 20 times
Today (January 10), the covid-19 detection plate broke out again. As of the closing, the plate index rose by nearly 4.9%. Individual stocks set off a wave of limit trading, Shenzhen Bioeasy Biotechnology Co.Ltd(300942) , Asahi biology, Hangzhou Alltest Biotech Co.Ltd(688606) 20cm limit, Thalys Medical Technology Group Corporation(603716) , Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , Xilong Scientific Co.Ltd(002584) . In addition, Tellgen Corporation(300642) , Shanghai Zj Bio-Tech Co.Ltd(688317) , Pony Testing International Group Co.Ltd(300887) , Beijing Hotgen Biotech Co.Ltd(688068) , Hangzhou Biotest Biotech Co.Ltd(688767) increased by more than 10%. Covid-19 testing sector has been strengthened frequently, mainly benefiting from the high prospect of the testing industry.
Reproducing the batch trading limit, the main line of traditional Chinese medicine stock investment is becoming more and more obvious! Under the background of centralized purchase, these two types of traditional Chinese medicine stocks deserve special attention
Because of the centralized purchase of medicine, the investment logic of traditional Chinese medicine prescription drugs and traditional Chinese medicine OTC (over-the-counter drugs) has changed. Prescription drugs may still face greater pressure of centralized purchase in the future, and the investment value of OTC of traditional Chinese medicine will be further highlighted. On January 10, Yabao Pharmaceutical Group Co.Ltd(600351) , Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Guiyang Xintian Pharmaceutical Co.Ltd(002873) , Guizhou Sanli Pharmaceutical Co.Ltd(603439) and other nearly 10 traditional Chinese medicine stocks rose again. With the repeated activity of traditional Chinese medicine stocks, the investment logic of traditional Chinese medicine stocks is also changing greatly.
Dragon and tiger list: 610 million rush to raise Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) foreign capital net buys 3 shares and institutions net buys 11 shares
On January 10, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) was the largest net capital inflow among the dragon and tiger stocks on the list, with a net inflow of 610 million yuan in the three days. Data show that the stock closed within the daily limit, up 24.09% in the past three days. The net flow of funds into the top Shenzhen Stock connect seat, with a net purchase of 96.2131 million yuan on the third day. A total of 19 stocks were involved in the institutional participation list, of which 11 were net bought by the institution, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) was the most bought, with a net inflow of 349 million yuan in three days. In addition, 8 shares were net sold by institutions, Beijing Vastdata Technology Co.Ltd(603138) was the most sold, with a net sales of 133 million yuan in three days.
Resumption of 91 trading limit shares: Hubei Radio & Television Information Network Co.Ltd(000665) , Zhejiang Yatai Pharmaceutical Co.Ltd(002370) back sealing of Lianban Sanxiang Impression Co.Ltd(000863)
Today (January 10), the three major indexes were divided. The turnover of the two cities was 1051.4 billion, a decrease of 155.8 billion compared with the previous trading day. On the disk, in vitro diagnosis, pig breeding, medical devices, CRO, traditional Chinese medicine and other sectors rose at the forefront. The collective rise of epidemic related pharmaceutical stocks dominated the list of gains. Today, a total of 91 shares rose, an increase of 38 shares compared with the 53 shares on the previous trading day. Among the 28 primary industries in Shenwan, agriculture, forestry, animal husbandry and fishery and coal led the rise.
The stock index rebounded by 0.39% Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , Qingdao Foods Co.Ltd(001219) and other 11 stocks hit a record high
On January 10, the Shanghai stock index closed at 3593.52 points, up 0.39%; Shenzhen composite index closed at 14406.97 points, up 0.44%; The gem index closed at 3095.69 points, down 0.04%. According to the data of China stock market news choice, the intraday share prices of 11 stocks hit an all-time high today, including Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , Qingdao Foods Co.Ltd(001219) .
blockbuster news
The national standing committee decided to carry out the centralized procurement of drugs and high-value medical consumables in a normalized and institutionalized manner
Premier Li Keqiang chaired an executive meeting of the State Council on January 10 to deploy and accelerate the promotion of major projects identified in the outline of the 14th five year plan and special plans, and expand effective investment; It is decided to carry out the centralized procurement of drugs and high-value medical consumables in a normalized and institutionalized manner, so as to further reduce the medical burden of patients.
The guiding opinions on promoting high-quality development of iron and steel industry and the implementation plan for carbon peak of iron and steel industry will be issued one after another
LV Guixin, a first-class inspector of the raw material industry department of the Ministry of industry and information technology, said at the third meeting of the Sixth General Meeting of China Iron and Steel Industry Association on January 10 that we should further improve the development quality of the industry. Recently, the “14th five year plan” for the development of raw material industry has been released, the guiding opinions on promoting the high-quality development of the iron and steel industry and the implementation plan for carbon peak in the iron and steel industry will be issued one after another.
Ministry of industry and information technology: focus on promoting the high-quality development of consumer electronics industry
The Ministry of industry and information technology will continue to promote the formulation of relevant national standards, promote the integration and unification of charging interfaces and technologies, improve the recycling rate of electrical and electronic products, and strive to promote the high-quality development of consumer electronics industry. Accelerate the formulation and release of the implementation plan on accelerating the comprehensive utilization of industrial resources, deeply implement the pilot of extending the producer responsibility of electrical and electronic products, and strive to improve the recycling rate of waste chargers and other electrical and electronic products.
The seventh batch of 12 heavy-duty varieties in the field of national mining or chemical drugs have met the conditions for centralized mining
The Sixth Batch of national drug gathering (diabetes special project) has been completed and is officially implemented by the end of May this year. The industry believes that the next seventh batch of national centralized procurement will return to the field of chemical medicine. According to the analysis of Southwest Securities Co.Ltd(600369) Research Report, 12 heavy varieties with sales of more than 1 billion yuan in 2020 have met the conditions of national centralized collection, including omeprazole sodium for injection, meropenem for injection, etc.
Fang Xinghai, vice chairman of the CSRC: the CSRC has always supported qualified mainland enterprises to go to Hong Kong for listing and financing
Fang Xinghai, vice chairman of the CSRC, said at the 15th Asian financial forum in 2022 that the CSRC has always attached great importance to the complementary and coordinated development of the capital markets of the two places, and constantly deepened the all-round and multi-level cooperation between the capital markets of the mainland and Hong Kong. In terms of mainland enterprises listing in Hong Kong, the CSRC has always supported qualified mainland enterprises to list and raise funds in Hong Kong. By the end of 2021, 1222 mainland enterprises had been listed in Hong Kong, accounting for 47% of the total number of Listed Companies in Hong Kong.
The “mining” activity of virtual currency was officially eliminated!
According to the official website of the national development and Reform Commission, the decision of the national development and Reform Commission on Amending the Guiding Catalogue for industrial structure adjustment (2019 version) has been deliberated and adopted at the 20th executive meeting on December 27, 2021. In the catalogue for the guidance of industrial structure adjustment (2019 Edition), item 7 is added to the eliminated category “I. backward production technology and equipment” (XVIII) others “, which reads” virtual currency \’mining\’ activities “.
In the first quarter of 2022, the “opening” of local bonds is expected to usher in trillion funds for infrastructure investment
Steady Fiscal growth is on the way. In the second week of the new year in 2022, the issuance of local government special bonds was launched, which was significantly two months earlier than last year, reflecting the requirements of the central economic work conference for appropriate policy development. So far, at least 17 provinces and cities specifically designated in the state plan have announced local bond issuance plans for the first quarter, and most of them said they would issue special bonds in January.
Is the spring of low alcohol wine coming?
Today, the Ministry of industry and information technology solicited opinions on the guiding opinions on accelerating the construction of modern light industry system (Draft for comments). Among them, the development of diversified, fashionable, personalized and low alcohol Baijiu products for young consumer groups and foreign consumer groups is proposed. For a time, the market attracted a heated discussion on Baijiu low alcohol.
Tmall supermarket has a large volume of 50000 bottles, and the original price is limited to 2 bottles per person in Maotai
On January 10, tmall supermarket announced that the original price of Maotai was 50000 bottles, and each person was limited to 2 bottles. At 8 o’clock tonight, consumers can click Taobao app or tmall app to enter tmall supermarket, search Maotai and enter the purchase page. It is reported that this is the largest volume during the tmall new year goods Festival and the first volume in 2022.
hot plate stocks
Pharmaceutical and real estate stocks are currently standing at the tuyere! How to layout? Carding of core targets
Huaxi Securities Co.Ltd(002926) pointed out that in January, the balanced allocation of the market is better. Three main lines of allocation: 1. “Traditional infrastructure + real estate” under the background of “steady growth”, such as building materials and real estate; 2) The main investment lines of “high-end manufacturing & hard technology”: new energy (vehicle), military industry, electronics, etc; 3) Strong themes that benefit from the promotion of policies (support), such as meta universe (media), traditional Chinese medicine, etc.
Zhejiang Yatai Pharmaceutical Co.Ltd(002370) 3 connecting plate! The pharmaceutical sector is going crazy. Will “electronic paper” be the next hot spot?
With the emergence of the new strain of “Ihu”, the global epidemic prevention war may be upgraded. Superimposed on the omecron mat roll worldwide, although the toxicity is slight, the extremely strong transmissibility can not be underestimated. YueKai Securities believes that the key to epidemic prevention is to popularize the vaccination of the third needle and improve the vaccination rate of the third needle. Considering that the country has significantly strengthened the vaccination of the third injection recently and superimposed the vaccination expectation of the potential fourth injection, it is recommended that investors pay attention to covid-19 pneumonia epidemic prevention targets, such as Chongqing Zhifei Biological Products Co.Ltd(300122) , Cansino Biologics Inc(688185) , Shenzhen Kangtai Biological Products Co.Ltd(300601) .
A shares quit drinking? Keen on “taking medicine” market! Analysis of traditional Chinese medicine, vaccine and Helicobacter pylori
Soochow Securities Co.Ltd(601555) said that the state strongly supports the development of traditional Chinese medicine, inherits and innovates the development of traditional Chinese medicine, which is not only a major event for the great rejuvenation of the Chinese nation, but also an inevitable requirement for building a health development model with Chinese characteristics in which traditional Chinese medicine and Western Medicine complement and develop in a coordinated manner; High quality and innovative development of drugs are the main theme in the next 5-15 years.
Eight major brokerage theme strategies: a new round of cycle reversal! Grasp the golden allocation period of pig breeding sector in the first quarter
The Pacific Securities Co.Ltd(601099) Securities said that from the official data, the speed of capacity removal in the industry has slowed down recently due to the rebound of pig price, but the trend of capacity removal is still continuing. In 2022, with the deregulation of production capacity, the pig industry is expected to usher in a new round of cycle reversal. We are optimistic about the investment opportunities of breeding industry and seed industry in the medium and long term, and focus on recommending high-quality industry leaders with safe valuation.
selected announcements of listed companies
Jiangyin Jianghua Microelectronics Materials Co.Ltd(603078) : pilot production of chemical regeneration project of wholly-owned subsidiary
Jiangyin Jianghua Microelectronics Materials Co.Ltd(603078) (603078) announced on January 10 that Zhenjiang Jiangyin Jianghua Microelectronics Materials Co.Ltd(603078) , a wholly-owned subsidiary of the company, has an annual output of 228000 tons of ultra-high purity wet electronic chemicals, 7000 tons of industrial chemicals by-products and the regeneration project in phase I of the regeneration project has obtained the hazardous waste business license, It indicates that the regeneration project in Zhenjiang Jiangyin Jianghua Microelectronics Materials Co.Ltd(603078) phase I project can collect chemicals in the hazardous waste business license, and has met the conditions for trial production.
Shanghai Xuerong Biotechnology Co.Ltd(300511) : the proposed subsidiary cuts into the field of functional food and health food
Shanghai Xuerong Biotechnology Co.Ltd(300511) (300511) announced on January 10 that the company plans to set up a wholly-owned subsidiary Shanghai Shanghai Xuerong Biotechnology Co.Ltd(300511) Medicine Co., Ltd. (hereinafter referred to as “Xuerong medicine”) with its own capital of 30 million yuan in Shanghai. Xuerong medicine will focus on the commercialization of edible fungus extracts with the effects of whitening, anti-tumor (enhancing leukocytes, activating immune cells), enhancing immunity, anti-oxidation and anti-virus, Key force β- 1,3 glucan β- Nicotinamide mononucleotide (NMN) and other products, first cut into functional food and health food, and simultaneously develop the research and development of new drugs of edible fungus extract in anti-tumor and improving immunity.
Runa Smart Equipment Co.Ltd(301129) : become the first batch of key cultivation enterprises of new energy, energy conservation and environmental protection in Anhui Province
Runa Smart Equipment Co.Ltd(301129) (301129) announced on January 10 that recently, the company has become the first batch of key cultivation enterprises of new energy, energy conservation and environmental protection in Anhui Province. Local governments will increase support for key enterprises, maximize the government platform effect, collect all kinds of high-quality resources, and enable key enterprises to become bigger and stronger. It is expected to have a positive impact on the future development of the company.
Zhejiang Jingu Company Limited(002488) : received the selection notice of GAC Toyota Camry model supplier
Zhejiang Jingu Company Limited(002488) (002488) it was announced on January 10 that the company recently received the selection notice of Camry model suppliers from GAC Toyota Motor Co., Ltd. the company will be the wheel supplier of GAC Toyota Camry full range models (oil electric hybrid models and traditional oil vehicles), and the company will complete mass production according to the requirements of GAC Toyota.
Yunnan Yuntianhua Co.Ltd(600096) : it is estimated that the net profit in 2021 will increase by 1186.59% – 1260.11%
Yunnan Yuntianhua Co.Ltd(600096) (600096) announced on January 10 that the company expects the net profit attributable to shareholders of Listed Companies in 2021 to be 3.5 billion yuan to 3.7 billion yuan, with a year-on-year increase of 1186.59% to 1260.11%. During the reporting period, the company’s main chemical plants realized high load operation, the unit energy consumption and material consumption of products were well controlled, gave full play to the advantages of centralized procurement platform, accurately controlled the procurement rhythm of large raw materials such as sulfur and coal, effectively alleviated the impact of rising prices of bulk raw materials, and the competitive advantage of product costs continued to increase. The transformation and upgrading achievements of the company to non fertilizer businesses such as fine phosphorus chemical industry and fluorine chemical industry have gradually emerged.
Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) : it is proposed to invest 700 million yuan to build Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) phase II project of laser (Jiangmen) Industrial Park
Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) (688559) announced on January 10 that the company decided to invest 700 million yuan to build the phase II project of Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) laser (Jiangmen) industrial park with Jiangmen Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) as the project implementation subject, which is a wholly-owned subsidiary, for the R & D, production and sales of professional power battery equipment such as power battery cell assembly line and drying line. The construction period is expected to be 24 months. After the project is completed, the company will increase the production capacity of 40 sets of power battery cell assembly lines and 100 sets of drying lines.
Yibin Tianyuan Group Co.Ltd(002386) : the subordinate company plans to invest in the 900000 T / a Dingjia phosphate mine (phase II) mining project
Yibin Tianyuan Group Co.Ltd(002386) (002386) announced on January 10 that it is planned to invest in the 900000 T / a Dingjia phosphate mine (phase II) mining project with the following company infinite mining as the main body, with a total investment of 179 million yuan, including a new construction investment of 107 million yuan.
The construction period of the project is expected to be 30 months, and the annual net profit is expected to be 30.6095 million yuan.
Weifu High-Technology Group Co.Ltd(000581) : it is proposed to invest in a hydrogen fuel cell parts joint venture
Weifu High-Technology Group Co.Ltd(000581) (000581) it was announced on January 10 that the company and its subsidiary IRD planned to jointly invest 500 million yuan with rbint and new kinetic energy fund to establish Wuxi Weifu hydrogen fuel cell technology Co., Ltd. Among them, the company invested 225 million yuan with its own funds (accounting for 45%). On the basis of the joint venture’s registered capital of 500 million yuan, the follow-up company will continue to promote the construction of the Asia Pacific base of hydrogen fuel cell core parts business with the joint venture as the main body, and plans to increase the investment by about 700 million yuan by 2025.
Guangdong Highsun Group Co.Ltd(000861) : it plans to hold Shenhui smart energy company and promote the layout of new energy business
Guangdong Highsun Group Co.Ltd(000861) (000861) it was announced on January 10 that the company signed an equity transfer agreement with the target company Shenhui smart energy company and its original shareholder Wu senhui on the same day. The original shareholder Wu senhui transferred part of his subscribed capital contribution of 32 million yuan, accounting for 40% of the registered capital, to the company. After the transfer, the company subscribed capital contribution of 32 million yuan, accounting for 40% of the total registered capital. After the completion of the transaction, Shenhui smart energy company will become a holding subsidiary of the company and be included in the scope of the company’s consolidated statements. In the future, the company will take Shenhui smart energy company as a pilot to carry out distributed photovoltaic construction, smart energy city construction and other businesses.
Gem Co.Ltd(002340) : signed a strategic cooperation framework agreement on the integration of phosphorus resources, chemical industry and new energy materials industry chain with Xinyangfeng Agricultural Technology Co.Ltd(000902)
Gem Co.Ltd(002340) (002340) announced on January 10 that the company signed a strategic cooperation framework agreement with Xinyangfeng Agricultural Technology Co.Ltd(000902) and decided to combine the advantageous resources of both sides and jointly invest in the new phosphorus chemical new energy material industry chain of “phosphorus resources iron phosphate”, Build a global competitive whole industry chain of new phosphorus chemical new energy materials of “phosphorus chemical resources – lithium iron phosphate material manufacturing – power battery recycling and reuse”. According to the strategic cooperation framework agreement, within two years from 2022, Xinyangfeng Agricultural Technology Co.Ltd(000902) will take the lead in the development of phosphorus resources and lead the investment in the construction of no less than 150000 tons of iron phosphate materials and supporting phosphoric acid basic chemicals; Gem Co.Ltd(002340) lead the development of downstream market, lead the development of lithium iron phosphate manufacturing technology, and lead the construction of lithium iron phosphate materials with an annual output of no less than 100000 tons.
Guochuang Software Co.Ltd(300520) : it is proposed to invest 5 billion yuan in the construction of an integrated base for R & D and production of intelligent networking and intelligent energy system
Guochuang Software Co.Ltd(300520) (300520) announced on January 10 that the company signed an investment agreement with effective conditions with the people’s Government of Jin’an District, Lu’an City on January 9, 2022. The company plans to invest in the construction project of intelligent network connection and intelligent energy system R & D and production integration base in Jin’an District, Lu’an City, Anhui Province. The total investment of the project is planned to be about 5 billion yuan, which will be implemented in three phases. Among them, the investment of phase I project is about 1.5 billion yuan. After it is completed, it can form an annual 3gwh power / energy storage battery capacity supporting intelligent network connection and intelligent energy system.
Hnac Technology Co.Ltd(300490) : signed a 403 million yuan lithium battery equipment purchase contract with honeycomb energy
Hnac Technology Co.Ltd(300490) (300490) announced on January 10 that recently, Jingshi electromechanical and honeycomb energy technology (Shangrao) Co., Ltd., honeycomb energy technology (Ma’anshan) Co., Ltd. and honeycomb energy technology (Huzhou) Co., Ltd., a wholly-owned subsidiary of the company, respectively signed equipment procurement contracts for the winning projects, with contract amounts of RMB 151.92 million (including tax) and 1887 million yuan (including tax) and 625.2 million yuan (including tax), totaling 403.14 million yuan (including tax), accounting for 34.69% of the company’s audited operating revenue in 2020.
Huadong Medicine Co.Ltd(000963) : the company is selectively storing and distributing new medical and American materials
Huadong Medicine Co.Ltd(000963) (000963) said that with the continuous progress of science and technology, the company believes that the application of new materials in the future will be one of the development trends of the medical and American industry. Therefore, based on this judgment, the company is also selectively storing and distributing new medical and American materials, and kiomedine chitosan series products in cooperation with kiomed is one of them. In the future, the company will continue to look for some potential new materials and varieties to further enrich the company’s medical and American product pipeline.
(source: China stock market news research center)
